[Webinar on demand] Fund Managers and the Coronavirus: Navigating Markets in a Time of Global Disruption
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The coronavirus pandemic is affecting global markets in unprecedented ways, prompting fund management companies to develop new strategies to protect their assets and serve their clients during a period of market disruption. To help firms navigate this uncertainty, Refinitiv hosted a webinar to help fund managers understand key trends and challenges and learn what steps they can take to protect their businesses.
Topics Include:
- Fund management industry impacts: assets under management, fund flows and performance numbers
- Active vs Passive: how did investment styles fare?
- Review of sector and focused funds: how did the macro events impact across industries
- How did ETF’s behave?
- Spotlight in fixed income funds: beyond the headlines drop in stocks & interest rates, how have fixed income products fared?
Our speakers
Robert Jenkins
Global Head of Research
Refinitiv
Bob has over 25 years experience in the Financial Services and Asset Management industries having served in numerous executive and investment management roles at Fidelity Investments in addition to time spent as a strategy consultant in the Asset Management/FIG practice of McKinsey & Company. As the Global Head of Research and Mutual Funds at Refinitiv, Bob oversees the global collective fund business propositions and investment research functions. Bob also serves on the Investment Committee of Refinitiv overseeing the firm’s global defined benefit and defined contribution retirement plans.
Bob earned an MBA in Finance and Entrepreneurial Management from the Wharton School, University of Pennsylvania. Over his career he has held FINRA Series 4, 7, 8, 9/10, 24 and 63 General Securities licenses and has served as a General Securities Principal and as a Senior Registered Options Principal. In addition to numerous speaking events and financial media appearances, he has authored several white papers on topics such as Retirement Investing, Investment Policy and Portfolio Manager Selection.
Tom Roseen
Head of Research Services
Refinitiv Lipper
Tom Roseen is the Head of Lipper Research, joining from Janus in 1996. He is the editor and an author of Lipper's U.S. Research Studies, FundFlows Insight Reports and FundIndustry Insight Reports. He is involved in fund analysis and research, and contributes to the monthly and quarterly equity and fixed income FundMarket Insight reports, webcasts and podcasts, where he focuses on domestic and world fund performance and attribution.
His areas of expertise include closed-end fund analysis, portfolio evaluation, equity and fixed income fund research, fund flows analysis, after-tax performance and Lipper Leaders. Tom has a BS in finance from Metropolitan State College of Denver and a Master's in International Management from the University of Denver. Tom is a member of the CFA Society of Colorado.
Pat Keon, CFA
Senior Research Analyst
Refinitiv Lipper
Pat Keon is a senior research analyst at Lipper specializing in U.S fund classifications and portfolio analytics. Pat joined the firm in 2005 and has worked in the research and portfolio groups during his tenure. Pat has earned an MBA from Regis University (Denver, CO) and a Bachelor's from Iona College (New Rochelle, NY).
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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